SPDR S&P Dividend shares owned by Private Ocean
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $453k | 3.6k | 127.16 |
| 2024-03-31 | $36k | 273 | 131.08 |
| 2023-12-31 | $445k | 3.6k | 124.98 |
| 2023-09-30 | $31k | 269 | 115.03 |
| 2023-06-30 | $33k | 267 | 122.70 |
| 2023-03-31 | $426k | 3.4k | 123.73 |
| 2022-12-31 | $378k | 3.0k | 125.11 |
| 2022-09-30 | $336k | 3.0k | 111.37 |
| 2022-03-31 | $252k | 2.0k | 127.92 |
| 2021-12-31 | $151k | 1.2k | 129.06 |
| 2021-09-30 | $138k | 1.2k | 117.95 |
| 2021-03-31 | $138k | 1.2k | 117.95 |
| 2020-12-31 | $138k | 1.3k | 106.07 |
| 2020-09-30 | $134k | 1.5k | 92.22 |
| 2020-06-30 | $138k | 1.5k | 90.61 |
| 2020-03-31 | $170k | 2.1k | 79.44 |
| 2019-12-31 | $101k | 936 | 107.91 |
| 2019-09-30 | $86k | 835 | 102.99 |
| 2019-06-30 | $25k | 251 | 99.60 |
| 2019-03-31 | $19k | 196 | 96.94 |
| 2018-12-31 | $6.0k | 70 | 85.71 |
| 2018-09-30 | $79k | 805 | 98.14 |
| 2018-06-30 | $97k | 1.0k | 92.65 |
| 2018-03-31 | $378k | 4.2k | 91.06 |